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Women’s financial security has been hit hard during the Covid-19 pandemic.  Yahoo Finance recently hosted a panel discussion about women’s financial security.  Women’s financial security is at-risk do to ...

The stage is being set for incorporating more ESG Funds within qualified plans and other investments.  ESG Funds that focus on environmental, social, and governance (ESG) causes are increasingly ...

Managed accounts and financial wellness are finally being recognized as a valuable combination for retirement strategy.  Usage in defined contribution retirement accounts is picking up steam.  It turns out, ...

Early planning can be a form of student loan debt relief that improves retirement savings.  It is a win-win!  Student loan debt relief comes in a variety of ways.  ...

401k Security Technology adds a layer of protection that can be useful to Retirement Plan Committees.  Retirement plan sponsors are hoping to achieve error-free data for plan sponsors and ...

Retirement Plan Committee Charter language may be exactly what your plan needs.  Does your retirement plan committee charter even exist?  When is the last time it was  reviewed or ...

401k participation rates during the pandemic show some surprising trends.  In 2020, 401k participation rates during the pandemic shows that the pre-retirement age skews younger.  Despite the Covid-19 pandemic, ...

Managing financial stress has employers looking at the “whole” employee-base.  Managing financial stress for employees was a high priority for employers before the Covid-19 pandemic, however, we are now ...

Financial wellness matters because it has a lasting impact on employers and their employees.  When American employees are living paycheck to paycheck it is easy to see how financial ...

Plan design changes are worth talking about if you feel participant outcomes matter.  Plan design changes are making a difference for plan participants and plan sponsors.  Retirement plan withdrawals ...